Bolek

CEO CanadaStrong&Free,
Partner Worldview Advisory,
1st class all American hero with his heart&brain wired together cooking full tilt boogie for freedom&justice

[Chris Freiman @cafreiman]

Europeans visiting the US for the World Cup

[Heather Exner-Pirot @ExnerPirot]

I had the pleasure of introducing @cenovus CEO Jon McKenzie at the Global Energy Show today, and while the media has focused on his description of Pathways as "unfinanceable", his comments were more nuanced and the whole speech was a banger. My top 🔥 quotes from his speech: /1

[Reuters @Reuters]

Cenovus CEO says proposed pipeline to Canada's west coast currently 'unfinanceable' https://t.co/1dlW4pK5J3 https://t.co/1dlW4pK5J3

[Burgess Owens @BurgessOwens]

Eugene Bullard. The first Black combat pilot in American history.

The French had been calling him a hero since 1917.

[Janez Janša @JJansaSDS]

The time has come for a responsible Slovenian 🇸🇮foreign policy based on facts, Slovenian national interests and international law.

The politically and economically harmful period of government support for activist anti-Semitism, which was broadly encouraged by commissions from two billion US dollars of laundered Iranian money in the former state owned bank during the left-wing government, has ended.

[📜Echoes of Empire📜 @EchoesofEmpire_]

"Socialism: Throttling the Country" - British Conservative Party poster, 1909

[Terry Newman @terrynewman]

The chief of cardiac surgery at the Jewish General Hospital has tendered his resignation and plans to move to Atlanta in September, citing rising antisemitism in Montreal and worsening problems with the province’s health-care system. https://t.co/1wtSJBpVWT

[Angelo Isidorou @angeloisidorou]

The Conservative Party of BC ran the most secure Provincial Leadership Race in Canadian history, resulting in a victory for @KerryLynneFindl.

My experience has always been in being part of or running campaigns, but organizing a race itself was new to our entire Conservative Party staff and me. This is a new party. A lot of what we do is from scratch, with best practices borrowed. Nothing is ever perfect.

As we wind down operations with the race, I want to thank every volunteer, staffer, member and Leadership contestant for participating in this historic process. I also want to thank our third-party, independent Auditors.

I am proud of our work, and I am especially proud that the Conservative Party has published all the raw data for the vote. This should be the gold standard going forward.

[Enguerrand VII de Coucy @ingelramdecoucy]

Frasier: The Video Game. Could never get past the art gallery opening soirée level, though

[Danny Deraney @DannyDeraney]

41 years ago today, this man ordered a Bloody Mary, a steak sandwich and....
a steak sandwich.

Then proceeded to charge it to the Underhills.

[Martin Pelletier @MPelletierCIO]

For icing on the cake.

[Martin Pelletier @MPelletierCIO]

“I thought we are doing better than the US” 😂

[Emily Zanotti 🦝 @emzanotti]

It’s fun to know that the Pod Save America guys are just a bunch of partisan sluts like the rest of us

[Russian Market @runews]

We live in the world where Biff Tannen won

[Nick Huber @sweatystartup]

Let’s burn enough electricity to power a Native American village for 45 minutes to ask AI what restaurant to eat at.

[Milk Road Macro @MilkRoadMacro]

Jordi Visser says that the "bubble crowd" has been wrong for 15 years.

The same crowd calling AI a bubble were the same ones calling QE a bubble. They called every rally a bubble for 15 years straight. And they were wrong every single time.

His core argument: AI is not railroads. It's not the internet buildout. It is not a historical cycle you can map onto a chart.

This is the buildout and scaling of intelligence. Every year from here it will change how the world works more than the year before. That's a fundamentally different kind of change.

The companies sitting on top of it are also fundamentally different from past bubble cycles. Past bubbles were funded by bond issuance from telecoms, capital raises from oil companies and mountains of leverage. Lots of it didn't come back.

The AI capex cycle is being funded by free cash flow from the most profitable businesses in human history with balance sheets better than the US government.

Groups of companies that collectively add up to $25 trillion in market cap and had essentially no debt until recently.

That's not the same setup as 1999.

[Jonah Goldberg @JonahDispatch]

The suggestion that taking political positions you support is a sign of “real” character has long been a rhetorical maneuver among people who don’t actually care about character or integrity and think politics is everything. I’ve followed this tactic since Clinton, where it was nearly perfected by progressive apologists, but it’s become bipartisan in the Trump era. I think it’s pathetic regardless of the partisan valence.

[Tony Annett @tonyannett]

It’s true that Sweden has adopted some neoliberal policies, especially under the conservative government in 2006, which cut back on social benefits. It’s also true they got rid of wealth and inheritance taxes.

But Sweden remains an egalitarian country with low inequality and strong wage compression.

[Howard Anglin @howardanglin]

Why just “direct to consumer”? Why shouldn’t bars and restaurants also be able to order out of province? We don’t limit the sale of books or furniture or clothing between provinces to “direct to consumer” sales? Why do we continue to treat alcohol uniquely like it’s 1930?

[Tymofiy Mylovanov @Mylovanov]

Kellogg: The United States and the whole West need Ukraine. The way Ukraine is dealing with Russian aggression matters strategically.

Russia is not winning this war. Putin has major problems, and the whole world can see it. 1/